Contacts and companies

B2B relationships, timelines, and search.

Companies

Create a company with address, industry, and VAT number. Link multiple contacts and deals.

People records with email, phone, role, and owner. Activity (calls, notes, meetings) lands on the timeline.

Keep a single story: notes, tasks, invoices, and meetings in one place so handovers are painless.

Filter tables by tag, owner, or status. Use top search for quick jumps.

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